Ann L. Herrero,  CFP<sup>&reg;</sup> - Financial Advisor

Ann L. Herrero, CFP®

CTFA, CDFA™

Ameriprise

427 Bedford Road
Pleasantville, NY 10570
(914) 413-9995

General

Ann Herrero is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise in Pleasantville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTFA, CDFA

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Variable annuities: NY

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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